Odoo CRM Zapier integrationAutomate Odoo CRM with Zapier.
The Odoo CRM Zapier integration offers 1 trigger, 1 action and 1 search. It is a small set, built around leads: spot each new one, create new ones from your other tools, and check whether a contact already exists before you act on it.
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What the Odoo CRM Zapier integration is good for
Odoo is a suite of business apps, and this integration connects only its CRM to Zapier, the tool that links apps without code. Zapier watches Odoo for new leads, can create leads for you, and can look up an existing contact by name or email. It works with Odoo instances hosted in the cloud at odoo.com.
Three outcomes make it worth the setup. No lead left unseen: New Lead catches each lead as Odoo records it and can pass it to whatever app your team reads first. Leads that arrive by themselves: Create Lead turns a demo request or a sign-up captured elsewhere into a lead in Odoo, with no retyping. A check before acting: Find Contact tells you whether the person behind a lead is already known, so the steps after it can treat a returning customer apart.
Now what it does not do. There is no trigger on contacts, opportunities won or invoices, no action to update a lead, and nothing for the other Odoo apps such as accounting or manufacturing. The integration is also described for cloud instances at odoo.com, so check that first if you host Odoo yourself. If your project needs more, the Odoo CRM n8n integration and the Odoo CRM Make integration cover the same CRM with other tools, and are worth a look before you commit.
Zapier vocabulary in one minute
Eight words you will meet on every line below.
- Zap
- The automation you build on Zapier: one trigger, followed by one or more actions that run every time the trigger event happens.
- Trigger
- The event that starts the Zap. With Odoo CRM, a new lead. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes something for you, here a new lead in Odoo.
- Task
- The unit Zapier bills. Each action that completes successfully is one task, and your plan caps them per month.
- Polling vs instant
- Polling: Zapier checks the app on a timer. Instant: the app tells Zapier as it happens. The Odoo CRM trigger is polling.
- Filter
- A step that lets the Zap continue only when the data meets a condition you set. Otherwise the run stops there.
- Search step
- A step that looks up something already in an app, like an Odoo contact, so later steps can use what it found.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A search, a filter or a second action makes it one, and it then needs a paid plan.
What it costs to run
Zapier counts actions that work, not Zaps.
- Free plan100 tasks a month
- Free plan Zap2 steps maximum
- Premium appNo
- Hosting coveredCloud instances at odoo.com
Watching Odoo for new leads costs nothing: the trigger never uses a task, however often Zapier checks. Each Create Lead that goes through counts as one task, and one that fails is not counted. The free plan covers 100 tasks a month and unlimited Zaps, with two steps per Zap at most. That is fine for one trigger and one action, but adding Find Contact or a filter turns it into a multi-step Zap that requires a paid plan. Odoo CRM is not a premium app.
Connect Odoo CRM to Zapier in 3 steps
- 01
Add a connection
In Zapier, open the Apps page of your account and click + Add connection. A dialog opens with a search box: type Odoo CRM and pick it from the list of apps.
- 02
Sign in to Odoo
Click Add connection. A tab opens where you sign in to your Odoo instance on odoo.com, with the account whose leads and contacts the Zap should read and create.
- 03
Grant access
Accept when Odoo asks you to let Zapier in. The connection lands on your Apps page, and every Odoo CRM step of every Zap reuses it from then on, without a new sign-in.
Your first Zap: flag leads from customers you already know
GoalWhen a new lead lands in Odoo, look up its contact, and if the person is already a customer, create a second lead for the account manager.
- 01
Set the trigger
Start a new Zap, pick Odoo CRM and New Lead, then select your connection. Test it: Zapier brings back the three most recent leads so you work on a real one.
- 02
Look up the contact
Add Find Contact from the SEARCH part of the event list, and map the lead's email into it. Turn on Successful if no search results are found? so the Zap does not halt.
- 03
Filter
Add a Filter. In Configure & test, let through only runs where a contact was found, and add a condition on a word that only this Zap's own leads carry, or it will loop.
- 04
Create the lead
Add Create Lead, map in what the trigger and the search brought back, and include the word your filter looks for. Test the step and check the new lead in Odoo.
- 05
Publish
Hit Publish. With a search and a filter this Zap is multi-step and runs on a paid plan. Each lead it creates costs one task.
The Odoo CRM trigger
1 event starts a Zap when something happens in Odoo CRM. Zapier checks for them at the interval your plan allows.
New Lead
Polling triggerIn Zapier“Triggers on a new lead.”
Starts the Zap each time a lead is added to your Odoo CRM, however it got there. The lead's details then feed the steps that follow.
The Odoo CRM action
Odoo CRM gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Lead
ActionIn Zapier“Creates a lead.”
Records a new lead in Odoo from what an earlier step brought in, so prospects captured outside the CRM land in your pipeline without retyping.
The Odoo CRM search
1 search step looks for data that already exists in Odoo CRM, so a later step can use it.
A search step does not create anything: it looks for a contact that already exists in Odoo and hands what it finds to the next steps. You pick it in the Action event list, under the SEARCH heading, and it makes the Zap multi-step.
Find Contact
SearchIn Zapier“Finds an existing contact by name or email address.”
Looks up a contact that already exists in Odoo, by name or by email address, and returns it to the rest of the Zap.
The three settings every search exposes
- Successful if no search results are found?Left as it is, a search that finds nobody stops the Zap and skips the steps that relied on it. Switched on, the Zap carries on without a contact.
- Create X if it doesn't exist yet?On apps that offer it, this box turns a search into find-or-create. Find Contact on Odoo CRM comes with no such variant, so the box does not apply here.
- If multiple search results are found?When several contacts match, keep the first one, which is the default, stop the Zap, or pass all of them to the next steps.
When it breaks
Zapier documents no error specific to Odoo CRM. The surprises come from how Zaps behave.
Four cases explain most of what goes wrong once an Odoo Zap is live.
The Zap creates leads in a loop
A Zap on New Lead that runs Create Lead writes where its own trigger watches. Each lead it makes starts it again, and the task count drains fast.Old leads never come through
A Zap only reacts to what happens after it is switched on. Leads already in Odoo are not picked up; moving that backlog is separate work.An import is held back
Import a big file of leads at once and the trigger returns a huge batch. Zapier's flood protection can hold that batch back rather than run it.No lead runs twice
Zapier keeps track of the leads it has already seen on a polling trigger, so the same lead never starts the Zap a second time.
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